Filed May 9, 2016 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,447 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,975 | $136,307-14.9% | $177,821-34.8% | $73,488+57.8% |
| Participation rate | 97.7% | 86.1%+11.6pp | 87.7%+10.0pp | 70.7%+27.0pp |
| Annual return | 17.03% | 18.68%-1.6pp | 48.32%-31.3pp | 28.51%-11.5pp |
| Employer contribution / active EE | $3,302 | $3,712-11.0% | $5,918-44.2% | $2,270+45.5% |
| Participant deferral / active EE | $6,468 | $5,829+11.0% | $7,714-16.2% | $3,740+73.0% |
| Admin fee / account holder | $182 | $596-69.5% | $12,427-98.5% | $513-64.6% |